13F Insight
DOSSIER · 13F-HR · Q1 2026

VISTA CAPITAL PARTNERS, INC.

VISTA's asset manager based in Greenwich, CT — $994M in tracked AUM across 156 positions as of Q1 2026.

V
VISTA·Greenwich, CT·Asset Manager
CIK 0001486946 · last filed Mar 31, 2026
Total AUM
$994M
▼ 6.3%
vs prior
Holdings
156
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
Top sector
Health Care
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

VISTA CAPITAL PARTNERS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Total U.S. Stock Market Index Fund
$359M1.1M36.1%
02
VTV
Vanguard Value Index Fund
$150M763K15.1%
03
VNQ
Vanguard REIT Index Fund
$128M1.4M12.9%
04
VUG
Vanguard Growth Index Fund
$84M191K8.4%
05
VB
Vanguard Small Cap Index Fund
$68M260K6.9%
06
SCHB
Schwab U.S. Broad Market Index Fund
$20M800K2.0%
07
AAPL
Apple Inc
$13M51K1.3%
08
MSFT
Microsoft Corp
$12M32K1.2%
09
VOO
Vanguard S&P 500 ETF
$8M13K0.8%
10
SCHH
Schwab U.S. REIT Fund
$7M346K0.7%

Filing history

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